This document and video below will take you through the process of creating a Connect Card using Text In Church. By following these steps, you'll be able to set up a Connect Card with personalized questions, design, and additional follow-up actions. The Connect Card feature allows you to collect important information from individuals and can even be installed on your website!
Creating a Connect Card
Step 1: Access Text In Church and Navigate to Connect Cards
First, sign into your Text In Church account.
Click on the "Connect" tab in the menu.
Select "Cards" from the options.
Step 2: Create a New Connect Card
Now, let's create a new Connect Card.
Click on "Add New" located in the top right corner.
Choose "Connect Card" from the available options.
Step 3: Select a Template or Build from Scratch
You have the choice to use a pre-designed template or create a custom Connect Card from scratch.
To use a template, select "Create from Template." For this example, we will use the "Plan a Visit Scheduled" template.
To create a custom card, choose "Create from Scratch."
Step 4: Customize Design
It's time to customize the design of your Connect Card:
Change the background color to match your branding.
Modify the card's specific color and font to your liking.
Add a custom logo or video unique to this Connect Card. Please note that these design changes won't affect other Connect Cards or your account settings.
Edit the headline and description text to align with your requirements.
Step 5: Edit Questions
Let's proceed to the "Next" section to edit the questions.
Use the three-dot icon to edit individual questions.
Utilize the six-dot icon on the right to reorder the questions.
Add additional questions as needed.
Step 6: Configure Additional Actions
After configuring the questions, click "Next" to set additional actions.
Link the Connect Card to a group: When someone fills out the Connect Card, they will be automatically added to the corresponding group.
Enable a keyword: People who text a specific keyword will receive an automated reply with the link to this Connect Card.
Choose to send a confirmation text message: Individuals who fill out the Connect Card will receive an automatic text message as confirmation.
Enable staff notifications: Send a text or email notification to a user on your account, providing them with the information of the person who completed the Connect Card.
Explore advanced settings: Use the default confirmation message or direct individuals to a custom confirmation page. Integrate Facebook tracking pixel ID and Google Analytics tracking ID for ad campaign analytics.
Step 7: Preview, Copy Link, and Save Settings
At the top of the page, you'll find options to:
Click the "eye" icon to preview the Connect Card.
Copy the direct link to the Connect Card or download a QR code for easy access.
Remember to save all your settings before publishing and testing.
By following these steps, you can easily create a Connect Card using Text In Church. This powerful tool allows you to customize questions, design, and additional actions, enabling efficient data collection and automation within your Text In Church account. Take advantage of this feature to enhance communication and save time!
Customizing your Confirmation Page
First impressions are important! That’s why, with our Connect Card, you have control over what people will see after they fill it out. You can customize your confirmation page with a video or direct them to your own custom page.
To set this up, you will want to navigate to the Cards section under Connect and select the Connect Card you would like to change!
Inside the Connect Card builder, go to step 3: Customize Confirmation Page.
This is where you’ll be able to customize your Confirmation Page for the Connect Card.
Here you have the option to embed a video on the Confirmation Page. Text In Church supports both YouTube & Vimeo video links. All you have to do is put the link for your video into the Confirmation Page Video URL bar.
The other option for the Confirmation Page is to redirect to a custom confirmation page by providing any URL you wish. Oftentimes this is a page on your website thanking them for visiting your website and giving them more information as to their next steps. If this is the route you go, we can’t embed any videos, because it is not our site.
Adding Tracking for Your Cards (optional)
Facebook Tracking Pixel
People visit your website to learn about upcoming events and consider if they will visit your church. Knowing this, you want to have the best tools to maximize your site’s reach (# of people) and engagement (ability to interact with those people). That is where the Facebook Tracking Pixel comes in. This is a tool that allows you to see what actions people take when on your website and helps maximize your advertising efforts when using Facebook ads.
The next step is to add the Facebook pixel to your website by placing the pixel code inside the header code for your website (if you aren't the one that adjusts the code to your website, you will want them to get involved at this point). We also have a place for you to insert the pixel on the Smart Connect Card set up in Step 3.
After the pixel is installed, they have a Pixel Helper you can install to view if your pixel is working correctly. You can also decide how you want to track events or actions on your website. Full instructions from Facebook can be found here.
Google Tracking Pixel
The Google Tracking ID is a tool that allows you to see what actions people take when on your website.
Your Google Tracking ID is a string like UA-000000-2. It must be included in your tracking code to tell Google Analytics which account to send data to.
The first set of numbers (-000000, in the example above) refers to your account number, and the second set of numbers (-2) refers to the specific property number associated with the account.
To find your Google Tracking ID:
2. Open the Admin page by clicking Admin, at the bottom left, below the list of reports in the report navigation.
3. Select an account from the menu in the ACCOUNT column.
4. Select a property from the menu in the PROPERTY column.
5. Under PROPERTY, click Tracking Info > Tracking Code.
Your tracking ID is displayed at the top of the page. The tracking ID is a string
6. Now, copy the whole tracking ID (ex. UA-000000-2 ), and paste it into the “Google Analytics Tracking ID” box inside of your Smart Connect Card builder
Have questions or need help troubleshooting your Connect Card? Reach out to our Member Experience team via the chat in the bottom right corner or by emailing firstname.lastname@example.org.